BCH
Berkshire Capital Holdings Portfolio holdings
AUM
$286M
1-Year Return
162.47%
This Quarter Return
+17.73%
1 Year Return
+162.47%
3 Year Return
+1,213.01%
5 Year Return
+2,838.99%
10 Year Return
–
AUM
$745M
AUM Growth
-$110M
(-13%)
Cap. Flow
-$55.2M
Cap. Flow
% of AUM
-7.42%
Top 10 Holdings %
Top 10 Hldgs %
57.87%
Holding
105
New
9
Increased
17
Reduced
25
Closed
15
Top Buys
| 1 |
Datadog
DDOG
|
+$37.9M |
| 2 |
Snowflake
SNOW
|
+$37.7M |
| 3 |
OptimizeRx
OPRX
|
+$32.4M |
| 4 |
Atlassian
TEAM
|
+$29.8M |
| 5 |
Airbnb
ABNB
|
+$26.7M |
Top Sells
| 1 |
PayPal
PYPL
|
+$50.3M |
| 2 |
Shopify
SHOP
|
+$49.8M |
| 3 |
CrowdStrike
CRWD
|
+$33.2M |
| 4 |
NVIDIA
NVDA
|
+$32.3M |
| 5 |
Roku
ROKU
|
+$30.8M |
Sector Composition
| 1 | Technology | 53.01% |
| 2 | Consumer Discretionary | 25.96% |
| 3 | Communication Services | 9.79% |
| 4 | Healthcare | 6.35% |
| 5 | Financials | 0% |